Table lender questions against the information memorandum
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each question in the information memorandum and the fact on the file that bears on it, with the page. Do not write the answer that will be sent.
- What the lawyer must review
- The answers go out in the lender's name. Opinion 512 requires you to check generated text against the source, and forbids sending unverified output. Model Rule 1.6 keeps the memorandum out of a public tool. You write every answer. The table only shows where a fact sits.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.